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Case study: Supporting a Japan-focused engagement fund
Coordinated fund administration, custody, and banking across jurisdictions
The client is a specialist investment manager founded in 2000, with a long-standing focus on Japan.
They sought to launch an engagement equity strategy targeting undervalued Japanese listed companies with strong fundamentals and excess capital.
The client appointed us to support the launch and ongoing operation of the fund through a coordinated, multijurisdictional service model.
We provide this via fund administration from Hong Kong, custody through European Depositary Bank (“EDB”) Dublin, and bank account services through EDB Luxembourg. The operating model is supported by our Paxus technology platform and a dedicated single point of contact.
The challenge
The client needed a trusted partner with regional expertise and the ability to coordinate services across several jurisdictions.
Priorities included:
Navigating cross-border regulatory and operational requirements
Establishing an efficient operating model for the fund launch
Reducing administrative complexity
Consolidating data from multiple sources
Creating scalable infrastructure to support future growth
The solution
Through our integrated global operating model, we provide:
Fund administration from our Hong Kong office
Custody services through EDB Dublin
Bank account services through EDB Luxembourg
Consistent data and operational processes supported by Paxus
Coordinated delivery across jurisdictions
A dedicated point of contact for communication, oversight, and issue resolution
The result
Our integrated operating model enabled the client to launch the fund efficiently, with reduced operational costs, across multiple jurisdictions while maintaining focus on its investment strategy.
Key outcomes included:
Simplified management of cross-border operational requirements
Coordinated administration, custody, and banking through a single relationship
Lower operational complexity and a more efficient service model
Improved oversight and communication
More time for the investment team to focus on portfolio management and investor needs
Scalable infrastructure capable of supporting future growth and additional fund launches for communication, oversight, and issue resolution
How can we help?
We provide a scalable cross-border solution that combines client-focused service, institutional-grade technology, local expertise, and global infrastructure. Through a single relationship, we help reduce complexity, improve efficiency, and support growth.
About Apex Group
We are dedicated to driving positive change in financial services while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices. For over two decades, we have continually disrupted the industry through our investment in innovation and talent.
Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross-asset-class platform, which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.